How to Use the LawPay MCP in Windsurf

Run compliant legal billing workflows autonomously by letting Windsurf chain your LawPay trust and operating account tools.

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Connect LawPay MCP to Windsurf

Create your Vinkius account to connect LawPay to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup LawPay with Windsurf

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Automated Trust-Operating Fund Safeguards

Keeping trust and operating ledgers separate is the first rule of legal billing when using Windsurf. The `list_accounts` tool allows Cascade to map your firm's trust and operating ledgers before any transaction occurs. This prevents manual routing mistakes that can trigger ethical audits. Cascade doesn't just stop at mapping. The MCP Server executes the entire flow by pulling payment tokens with `list_payment_methods`, checking balances via `get_account_stats`, and creating the transaction. This autonomous chaining keeps your IOLTA accounts clean without you having to guide the agent through each step.

Self-Executing Invoice Reconciliation with Windsurf

Law firms spend hours matching bank deposits to open bills. This MCP Server lets your Windsurf agent run through `list_invoices` and compare them directly against settled bank batches retrieved from `list_settlements`. If a dispute arises, the Windsurf agent handles the reversal flow safely. It triggers `get_transaction` to verify the original charge and then calls `create_refund` against the correct operating balance. You get clean books without jumping between your code editor and a separate billing portal.

Instant Financial Status Audits

Partners constantly ask for billing metrics. The `get_account_stats` tool lets Cascade compile real-time billing metrics and parse them into a clean Markdown table right in your Windsurf workspace. It gathers the data in seconds, bypassing slow manual dashboard exports. The agent verifies the underlying ledger integrity using `list_transactions`. By analyzing historical payment records alongside account metadata from `get_account`, Cascade flags any discrepancy before it becomes a compliance issue.

Setup guide

Set up LawPay MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the LawPay MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my LawPay payment history." If connected, Cascade will call the LawPay tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "lawpay-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by LawPay. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about LawPay MCP in Windsurf

Cascade uses the MCP Server to explicitly check the account type using `get_account_info` before processing any transaction. This ensures that processing fees are never deducted from your IOLTA trust balances, keeping your firm fully compliant with state bar rules.

Yes, you can ask Cascade to execute a multi-step billing sequence. The agent will list open bills via `list_invoices`, fetch the client's token using `get_payment_method`, and execute the payment with `create_invoice` without requiring step-by-step prompts.

Absolute compliance is maintained during reversals. The MCP Server ensures the agent uses `create_refund` safely to issue partial or full refunds, but only after checking `get_transaction` to confirm the funds are being drawn from the correct operating ledger.

Ask the Windsurf agent to check your bank deposits. It will run `list_settlements` to fetch the cleared credit card and ACH batches from today and match them against your active transactions.

This server runs inside a secure V8 isolate sandbox on Vinkius, meaning credit card tokens and client billing profiles are never exposed to the LLM or stored on your local machine. All transmission of sensitive payment identifiers occurs via encrypted, short-lived API requests that bypass the agent's memory entirely.

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